Leverkusen financial firm seeks investment portfolio acquisitions

An owner-managed financial services provider based in Leverkusen is seeking to acquire investment portfolios, insurance portfolios, and financial or insurance brokerage firms. The initiative focuses on providing long-term succession solutions for owners in Leverkusen and the Rhineland region who wish to ensure their clients receive continuous, personal care after a business handover.

The acquiring company has operated as a GmbH since 1994, specializing in investment and insurance services for private individuals and small to medium-sized enterprises with up to 100 employees. The firm currently manages approximately 143 million euros in assets for more than 1,600 clients.